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BI Analyst Roadmap

  • Roadmap: https://roadmap.sh/bi-analyst

1. Introduction

  • 1.1 What is BI?
  • 1.2 Why BI Matters?
  • 1.3 BI Analyst vs Other Roles
  • 1.4 Skills
  • 1.5 Responsibilities

1.6 Business Fundamentals

  • 1.6.1 Finance
  • 1.6.2 Marketing
  • 1.6.3 Operations
  • 1.6.4 HR

1.7 Key Business Functions

  • 1.7.1 Metrics and KPIs
  • 1.7.2 Stakeholder Identification
  • 1.7.3 Types of BI Operations
  • 1.7.3.1 Operational BI
  • 1.7.3.2 Tactical BI
  • 1.7.3.3 Strategic BI

1.8 Types of Data Analysis

  • 1.8.1 Descriptive Analysis
  • 1.8.2 Diagnostic Analysis
  • 1.8.3 Predictive Analysis
  • 1.8.4 Prescriptive Analysis

1.9 Variables and Data Types

  • 1.9.1 Categorical vs Numerical
  • 1.9.2 Discrete vs Continuous

2. Statistics Basics

2.1 Descriptive Statistics

  • 2.1.1 Central Tendency
  • 2.1.1.1 Mean
  • 2.1.1.2 Median
  • 2.1.1.3 Mode
  • 2.1.2 Dispersion
  • 2.1.2.1 Range
  • 2.1.2.2 Variance
  • 2.1.2.3 STD
  • 2.1.2.4 IQR

2.2 Correlation vs Causation

  • 2.2.1 Correlation Analysis
  • 2.2.2 Regression Analysis
  • 2.2.2.1 Linear Regression
  • 2.2.2.2 Beyond Linear Regression

2.3 Inferential Statistics

  • 2.3.1 Distribution
  • 2.3.1.1 Skewness
  • 2.3.1.2 Kurtosis

2.4 Hypothesis Testing

  • 2.4.1 Population & Sample
  • 2.4.2 Statistical tests
  • 2.4.3 p-value
  • 2.4.4 Confidence Intervals
  • 2.4.5 Types of Errors

3. BI Core Skills

3.1 What is Data?

  • 3.1.1 Analog vs Digital Data

3.2 Types of Data

  • 3.2.1 Structured
  • 3.2.2 Semistructured
  • 3.2.3 Unstructured

3.3 Data Sources

  • 3.3.1 Databases
  • 3.3.2 Web
  • 3.3.3 Mobile Apps
  • 3.3.4 Cloud
  • 3.3.5 APIs
  • 3.3.6 IoT

3.4 Data Formats

  • 3.4.1 Excel
  • 3.4.2 CSV
  • 3.4.3 JSON
  • 3.4.4 XML
  • 3.4.5 Other formats
  • 3.5.1 MySQL
  • 3.5.2 PostgreSQL
  • 3.5.3 SQLite
  • 3.5.4 Oracle

3.6 SQL Fundamentals

  • 3.6.1 Basic Queries
  • 3.6.2 Advanced Queries
  • 3.6.3 Window Functions
  • 3.6.4 Performance
  • 3.6.5 Visit SQL Roadmap

3.7 Data Cleaning

  • 3.7.1 Data Transformation Techniques
  • 3.7.2 Standardisation
  • 3.7.3 Missing Values
  • 3.7.4 Duplicates
  • 3.7.5 Outliers
  • 3.7.6 Tools for Data Cleaning
  • 3.7.6.1 Excel
  • 3.7.6.2 SQL
  • 3.7.6.3 Pandas
  • 3.7.6.4 dplyr

3.8 Exploratory Data Analysis (EDA)

4. Visualizing Data

4.1 Visualization Fundamentals

  • 4.1.1 Color theory
  • 4.1.2 Accessibility
  • 4.1.3 Design principles
  • 4.1.4 Misleading charts
  • 4.1.5 Mobile-responsiveness

4.2 Chart Categories

4.3 Visualization Best Practices

  • 4.4.1 Barplot
  • 4.4.2 Lineplot
  • 4.4.3 Histogram
  • 4.4.4 Scatterplot
  • 4.4.5 Heatmap
  • 4.4.6 Map

5. BI Tools

5.1 Excel

5.2 BI Platforms

  • 5.2.1 Power BI
  • 5.2.2 Tableau
  • 5.2.3 Qlik
  • 5.2.4 Looker

6. Cloud Computing

  • 6.1 Cloud Computing Basics
  • 6.2 Cloud data warehouses
  • 6.3 Providers: AWS, GCP, Azure

6.4 Programming Languages

  • 6.4.1 Python
  • 6.4.2 R

7. Business Applications

7.1 Finance

  • 7.1.1 Sales Performance
  • 7.1.2 Inventory Optimization
  • 7.1.3 Marketing Campaigns
  • 7.1.4 Supply Chain Analytics
  • 7.1.5 Risk Analytics
  • 7.1.6 Compliance Reporting
  • 7.1.7 Financial Performance
  • 7.1.8 Fraud Detection
  • 7.1.9 CLV

7.2 Retail & E-commerce

7.3 Healthcare

  • 7.3.1 Patient management
  • 7.3.2 Hospital Efficiency
  • 7.3.3 Compliance Reporting
  • 7.3.4 Public Health

7.4 Manufacturing

  • 7.4.1 Predictive Maintenance
  • 7.4.2 Supply chain optimization
  • 7.4.3 Production Efficiency
  • 7.4.4 Quality Control

8. BI Techniques

8.1 Time Series Analysis

  • 8.1.1 Seasonality
  • 8.1.2 Trends
  • 8.1.3 Forecasting

8.2 A/B Testing

  • 8.2.1 Cohort Analysis

8.3 Basic Machine Learning

  • 8.3.1 Supervised Learning
  • 8.3.2 Unsupervised Learning
  • 8.3.3 Reinforcement Learning
  • 8.3.4 Algorithmic Bias
  • 8.3.5 Mitigation Strategies

9. Professional Excellence

9.1 Communication & Storytelling

  • 9.1.1 Storytelling Framework
  • 9.1.2 Presentation Design
  • 9.1.3 Dashboard Design
  • 9.1.4 Writing Executive Summaries

9.2 Soft Skills

  • 9.2.1 Business Acumen
  • 9.2.2 Critical Thinking
  • 9.2.3 Project Management
  • 9.2.4 Change Management
  • 9.2.5 Stakeholder Management

10. Data Governance & Ethics

10.1 Ethical Data Use

  • 10.1.1 Bias Recognition

10.2 Data Quality

  • 10.2.1 Relevance
  • 10.2.2 Timeliness
  • 10.2.3 Accessibility
  • 10.2.4 Interpretability
  • 10.2.5 Accuracy
  • 10.2.6 Coherence

10.3 Data Lineage

10.4 Privacy

  • 10.4.1 GDPR
  • 10.4.2 CCPA

11. Data Architectures

  • 11.1 Data Warehouse
  • 11.2 Data Lake
  • 11.3 Data Mart
  • 11.4 Cloud BI Ecosystem

11.5 Data Modeling for BI

  • 11.5.1 Normalization vs Denormalization
  • 11.5.2 Fact vs Dimension Tables
  • 11.5.3 Star vs Snowflake Schema
  • 11.5.4 Calculated Fields & Measures

11.6 ETL Tools

  • 11.6.1 ETL basics
  • 11.6.2 Airflow
  • 11.6.3 dbt

12. Career Development

12.1 Building Your Portfolio

  • 12.1.1 End-to-end Analytics Project
  • 12.1.2 Dashboard Design
  • 12.1.3 Data Pipeline Design

12.2 Job Preparation

  • 12.2.1 Resume optimization
  • 12.2.2 Portfolio presentation
  • 12.2.3 Interview preparation
  • 12.2.4 Salary negotiation strategies

12.3 Professional Development

  • 12.3.1 Certifications
  • 12.3.2 Networking
  • 12.3.3 BI Communities
  • 12.3.4 BI Competitions
  • 12.3.5 Open-Source Projects
  • 12.3.6 Conferences & Webinars